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 Neal Frankle, Founder |
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 We are proud to supply our visitors with numerous links and articles regarding personal finance, asset management, and related topics. While our services are designed to minimize your need to know the ins and outs of how to manage your portfolio, the more you know, the better you can help Wealth Resources Group understand and act on your specific needs and goals. Articles Neal has Written... The Financial Notebooks - September 2008 Northside Woman Year End Savings - 13 Steps to Ease Your Tax Burden - October 2007 Me* Magazine Time Is Now On The Homebuyer's Side - September 2007 The Ventura County Star A Top Ten ETF List You Can Use - July 2007 The Sophisticated Investor Take Systematic Approve to your Investing - May 2007 The Ventura County Star Extravagant Anniversary Party Almost Cost Couple Marriage - January 2007 The Ventura County Star From Small-Cap Value to a Twist on Asia: Four Mutual Funds That Flew Under the Radar - January 2007 The Wall Street Journal Help Your Clients Grow Their Money - Fall 2006 NATP TaxPro Journal Give Yourself a Holiday Present by Planning Your Spending Now - September 2006 The Ventura County Star Play It Smart When Paying College Tuition - July 2006 The Ventura County Star Refi Madness - July 2006 Affluent, The Authority On Lifestyle The Tax Refund Nightmare - June 2006 Affluent, The Authority On Lifestyle Don't Let World Events Cost You - May 2006 The Ventura County Star Resist Taking Out a Second Mortgage Now - April 2006 The Ventura County Star Why Is the Stock Market So Stupid? - March 2006 Affluent, The Authority On Lifestyle Honey, The Kids Shrunk Our IRA - February 2006 Affluent, The Authority On Lifestyle How To Turn $2 Million into $1.3 Millions Overnight! - January 2006 Affluent, The Authority On Lifestyle The Greatest Gift the IRS Ever Gave You - December 2005 New Business Today, Finance & Banking What Your Bank Should Learn From Lexus & Mercedes Benz - November 2005 New Business Today, Finance & Banking It's Time To Get Off Your Butt - September 2005 New Business Today, Finance & Banking Does Your Financial Plan Belong in a Cartoon? - August 2005 New Business Today, Finance & Banking Death Of A Fortune - July 2005 New Business Today, Finance & Banking Is Your Financial Tool Kit Complete? - July 2005 New Business Today, Finance & Banking How To Avoid Hiring The Wrong Financial Advisor - May 2005 New Business Today, Finance & Banking What I Learned About Money From Million Dollar Baby - April 2005 New Business Today, Finance & Banking The Dangers of Buying and Holding by Neal Frankle, CFP®, New Business Today March 8, 2005 - Maggie and Sam called my office last week, and I could hear the desperation in their voices. They've lost more than $1 million in the stock market since 2000... Should You Worry About Terrorism Before You Invest? by Neal Frankle, CFP®, New Business Today February 8, 2005 - You may recall that following the 9/11 attacks, the stock market closed for several days. It re-opened on 9/17 with the Dow down 7%…. Interviews and Articles Quoting Neal... Soaring Food, Gas Prices Taking Their Toll - LA Daily News June 1, 2008 - Climbing cost of living leaves many pinching their pennies, struggling to cover basics... Two REIT ETFs You May Wish You Owned - TheStreet.com April 22, 2008 - After having a rough outing for much of 2007, it appears that REIT ETFs have begun to reverse... Don't Let Midlife Pressure Squeeze Your Nest Egg - Investor's Business Daily March 20, 2008 - It looked good on paper. Build your career, make the right investments, save and retire at 60... Will New ETF Market Encourage Sponsors? - Investor's Business Daily July 17, 2007 - What will make a bigger difference in the number of people investing in exchange traded funds... Spain ETF Moves Up On Europe's Strength - Investor's Business Daily July 3, 2007 - Spain has looked good for the last month - but it's not the... Rising British Inflation Pushes Pound To $2 - Investor's Business Daily May 4, 2007 - When the British pound broke $2 last month, some investors... Inventory Glut is Over; Steel Up to New Highs - Investor's Business Daily January 29, 2007 - It looks like steel is back... Manager Sees Shift To U.S. Stock Indexes - Investor's Business Daily October 17, 2006 - Neal Frankle likes exchange traded funds better than traditional mutual funds... Inflation Expectations Help Boost Bond ETFs - Investor's Business Daily September 21, 2006 - Since topping at 5.24% in late June, yields on 10-year notes have been in a tailspin... Is Leisure ETF A Buy It Flirts with New High - Investor's Business Daily September 20, 2006 - Advisers say they're putting more clients into higher quality growth names. That strategy is fueling an advance by traditional growth exchange traded funds... Relative Strength Rank Helps Select Top ETFs - Investor's Business Daily September 8, 2006 - One of the most useful tools in picking winning exchange traded funds is the Relative Price Strength Rating. What does it show?... Dow Transports Falter As Market Melts Down - Investor's Business Daily July 17, 2006 - Transportation stocks have held up in the recent correction, but that might be changing. The exchange traded fund that tracks the Dow Jones transportation index... Adviser Fits CAN SLIM To Investing With ETFs - Investor's Business Daily June, 2006 - Neal Frankle pulled out of the stock market in March 2000. Within a month, the Nasdaq lost almost 30%. But most of his clients at Wealth Resources Group still... The 13 Biggest Retirement Mistakes Consumer Reports - Money Adviser August , 2005 - Don't despair. There's still time to correct course... Apprenticed Investor: Lose the News - by Barry Ritholtz - TheStreet.com June, 2005 - Have you ever noticed how the stock market reacts differently to the same reported events?… Invasion of the ETF's - by Russell Pearlman - Smart Money May, 2005 - With rock bottom expenses, a trader-friendly structure and the simplicity…. Airing Out Your Wallet, Financial Spring Cleaning by Teri Brown - www.iparenting.com April, 2005 - Spring cleaning is an American tradition. There is something about the warmer weather that makes us want to fling open…. Prepare for End-of-Life Questions, Experts Say by Larry Wilson, Star-Gazette Corning Bureau March 14, 2005 - Legal, medical pros urge people of all ages to plan for their last days…. Profiting in a Sideways Market - by Joel Russell, Hispanic Business Magazine March 2005 - Four years ago, the Dow Jones Industrial Average hovered in the range of 10,500 points – nearly the same place it is now…. Tough to Win, Easy to Blow Lottery Riches - by M.S. Enkoji, The Sacramento Bee January 31, 2005 - It doesn't matter how much money you have, you have to understand the relationship between assets, income, and spending…. Heady Effect of Housing Wealth - by Marilyn Kennedy Melia, The Chicago Tribune January 23, 2005 - The wealth effect can have an ill effect on those who borrowed a big chunk of their home's value…. Personality can Shape Investing - by Pamela Yip, The Dallas Morning News January 3, 2005 - Stock market experts look at all sorts of things, such as technical charts, company fundamentals and even planetary cycles in an effort to gauge how you should invest... Financial and Physical Fitness can be Natural Fit by Gregory Karp, The Chicago Tribune January 2, 2005 - New Year's resolutions often come down to matters of pounds and dollars: How to end up with fewer of the first and more of the second... 101 Things to Do with Insurance - by Joseph Finora, Financial Planning Don't make the mistake of thinking insurance issues are just for middle-income clients. November 11, 2004 - Today’s wealth adviser has to help clients protect and preserve what they’ve often spent a lifetime earning... Protecting Nest Egg That He Can Draw On Later by Jerry Crowe, Los Angeles Times Money Makeover Southem Californians Learning How to Succeed in Personal Finances. December 28, 1999 - When Bill Matthews stopped working full time in 1996, he envisioned a mostly carefree, financially secure retirement... Neal on the Radio... 93.9 The Eagle Interview - June 2006 - The Eagle 93.9 FM Talk 2004 Radio Interview - June 2004 Neal's Articles for AICPAs CPA Wealth Management Insider... What Went Wrong and What's Next? - October 2008 Reprinted with permission of AICPAs CPA Wealth Management Insider Avoiding Probate and Estate Taxes - September 2008 Reprinted with permission of AICPAs CPA Wealth Management Insider Advising Your Newly Divorced Client - August 2008 Reprinted with permission of AICPAs CPA Wealth Management Insider Strategies for a Down Market - July 2008 Reprinted with permission of AICPAs CPA Wealth Management Insider The Journalist's Recession - June 2008 Reprinted with permission of AICPAs CPA Wealth Management Insider Inherited or Stretch IRAs - April 2008 Reprinted with permission of AICPAs CPA Wealth Management Insider Should Your Clients Rebalance Their Portfolios in Today's Markets? - March 2008 Reprinted with permission of AICPAs CPA Wealth Management Insider Million Dollar Baby - February 2008 Reprinted with permission of AICPAs CPA Wealth Management Insider Offering Financial Services to Clients? - January 2008 Reprinted with permission of AICPAs CPA Wealth Management Insider Ready to Offer Financial Services to Your Clients? - December 2007 Reprinted with permission of AICPAs CPA Wealth Management Insider Should You Offer Investment Services to Your CPA Clients? - November 2007 Reprinted with permission of AICPAs CPA Wealth Management Insider When to Help Your Clients Say NO to Tax Deferral - October 2007 Reprinted with permission of AICPAs CPA Wealth Management Insider Don't Let Retirement Planning Turn Your Client Into a Girly Man - July 2007 Reprinted with permission of AICPAs CPA Wealth Management Insider Tapping Into Home Equity - June 2007 Reprinted with permission of AICPAs CPA Wealth Management Insider Exchange Traded Funds: A Top 10 List For Your Clients - May 2007 Reprinted with permission of AICPAs CPA Wealth Management Insider The Most Important Tax Strategy for Your High Net-Worth Clients - April 2007 Reprinted with permission of AICPAs CPA Wealth Management Insider Can You Ignore The Stock Market? - March 2007 Reprinted with permission of AICPAs CPA Wealth Management Insider Is Your Clients Financial Toolkit Complete? - January 2007 Reprinted with permission of AICPAs CPA Wealth Management Insider Saving For College - August 2006 Reprinted with permission of AICPAs CPA Wealth Management Insider Outsmarting Your Kids (Or at Least Their College Tuition) - July 2006 Reprinted with permission of AICPAs CPA Wealth Management Insider Are Annuities Worth the Investment? - June 2006 Reprinted with permission of AICPAs CPA Wealth Management Insider On the Horns of a Dilemma: What to Do With That Tax Refund? - May 2006 Reprinted with permission of AICPAs CPA Wealth Management Insider Put our experience to work for you; get your free phone consultation now. 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